In today’s digital transformation era, large-scale enterprises are looking for an opportunity to automate their operational tasks to reshape their customer’s experiences to stay ahead of their competitors effectively. The Salesforce CRM platform provides everything that you would need to keep your customer relations healthy.

To access data from various sources into the Salesforce CRM platform, you require a secure integration of such resources with your Salesforce account. As you try to search about the same, you get Zapier as the prime solution. 

What Is Zapier?

Zapier is a cloud integration partner that connects your software so that you can automate several tasks, without any development effort or API requirement. It is ideally a mediator of data between the two platforms that you want data transactions to take place. Without writing a single piece of code, you can automate your functioning with Zapier. 

Zapier integrates your accounts on customization. The workflow incorporates zaps, which are a single time workflow logic pieces that carry information. Both the systems you want to integrate can map data from one to another using these zaps. 

Zapier Salesforce Integration

When you have a giant Salesforce CRM cloud account, all your customer relations are handled by Salesforce. Now, say that every time someone fills a form on your website, you want to include them in your target audience and send them marketing emails. Such a smart game of action is possible when you integrate your Gmail account with Salesforce. Salesforce is the leading CRM platform for your business.

Zapier can make this happen for your customization request. You can get your tasks accomplished with just a few clicks and save enormous time spent on repetitive tasks. A varied mix of amalgamations is possible with Salesforce that turns utilities for your business. You can integrate your Salesforce account using Zapier with several different applications like:

  • Email/Gmail

  • Evernote

  • PayPal

  • Eventbrite

  • Twitter

  • RSS

  • Google Calendar

  • Trello

  • SMS/Phone

  • HubSpot

  • Others

The best part is that you can attain all the above-said functionalities of automation with no programming knowledge. Hence, it becomes tremendously beneficial for entrepreneurs who have little technical expertise, and yet they can avail of these advantages within few clicks. You just need to follow some essential steps to integrate any application with your Salesforce CRM account. 

As you use the Zapier platform, you save yourself from the vast amount of time and money lost behind integrating two or more third-party applications to your system. Here, I unveil some useful jargon before you start your Salesforce integration on the Zapier platform.

Zap: A workflow connecting your applications so that they work synchronously

Trigger: The first event that begins a zap from one of the connected applications

Action: The consequence of a trigger that takes place in the other application connected in the zap

Object: The event that you define to occur after the triggering event

Salesforce Integration Using Zapier: Step-by-Step Tutorial

Here’s a tutorial on how to start setting up your Salesforce integration with other applications using Zapier.

Step 1: Primarily, you will have to sign-in to your Salesforce account so that you can create a zap and start your integration process.

New contact in Salesforce

Step 2: In the next level, you have to select your Salesforce Environment, which will be either ‘Sandbox’ or ‘Production.’ Make sure with your Salesforce administrator that you can log in with your sandbox environment. 

Allow Zapier to access Salesforce

Step 3: Then, you will be automatically redirected to your Salesforce account if you are logged in, or you have to enter your credentials.

Logging into Salesforce

To perform the zap integration, grant the permissions by clicking on ‘Allow.’

Allow access to Salesforce

Step 4: Finally, as you come through all these above steps, you will be connected to your zap integration set up. 

Editing Salesforce account

 With this, you begin your integration process of Salesforce using Zaps. 

Benefits of Salesforce Integration With Zapier 

I’ve mentioned below the advantages of using Zapier for Salesforce integration. 

  • Zapier automation saves you an enormous amount of time that you would have instead spent on manual app integrations, mappings, and testing.  

  • You save the cost of development as Zapier provides you no-code integration. Hence, no fret of employer hiring and salary. 

  • There is no more trouble with the export and import of data from one application to another because Zapier mapping enables hassle-free data transaction processing.

  • The whole and sole reliability of evidence go to a single source- your Salesforce cloud data because there is no chance of human error in data transfer. 

  • Additionally, you can generate leads from your social networks like Facebook and LinkedIn synced with your Salesforce account.

  • You get to set up custom notifications that you will receive on specific zaps. In this manner, you get to stay in the loop and never miss an opportunity to reach your target audience.

  • You can build a rapport with your customers by setting up calendar events like meetings on online platforms.

Wrapping Up:

Salesforce integration has immense potential to uplift your business growth. Outsource Salesforce consulting services from the best Salesforce development company to unlock your CRM’s full potential like marketing automation, lead management, performance management, and sales automation.

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